Lunch & Learn – May, 2026
Lunch & Learn on May 6, 2026, from 11:30 am to 1 pm at BBB Office, 8020 South County Road 5, Fort Collins, Colorado.
Josh Nelson is the speaker and he is the owner of Keystone Financial Services.
Topic: The presentation focuses on how to think like a CEO rather than just act like an employee in your own business—using better questions, clearer financial thinking, and disciplined decision-making to create a business that runs profitably and independently. Sharing a 20-30-minute talk inspired by lessons I’ve learned from my mentor, Keith Cunningham (aka the real-life “Rich Dad”, from the book Rich Dad Poor Dad) Attendees will walk away with actionable tools to improve cash flow, reduce stress, and make smarter choices that drive long-term success.
Biography: Josh Nelson is the Founder and CEO of Keystone Financial Services, a nationally recognized independent wealth management firm based in Colorado. Josh is a Certified Financial Planner™ and a passionate advocate for helping people build a clear, confident path to financial freedom. Under his leadership, Keystone has grown into a thriving business that operates with both heart and discipline. Lunch is included therefore please RSVP. These are on the first Wednesday of every month and open to all professionals.
Free to attend